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LOFTIS INSURANCE AGENCY, INC.

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Company Details

Name: LOFTIS INSURANCE AGENCY, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 03 Dec 2013 (12 years ago)
Organization Date: 03 Dec 2013 (12 years ago)
Last Annual Report: 17 Feb 2025 (4 months ago)
Organization Number: 0873389
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 40403
City: Berea
Primary County: Madison County
Principal Office: 145 PLAZA DRIVE, BEREA, KY 40403
Place of Formation: KENTUCKY
Authorized Shares: 100

President

Name Role
Craig K Loftis President

Incorporator

Name Role
CRAIG LOFTIS Incorporator

Registered Agent

Name Role
CRAIG LOFTIS Registered Agent

Form 5500 Series

Employer Identification Number (EIN):
464146897
Plan Year:
2023
Number Of Participants:
7
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
5
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
9
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
8
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
7
Sponsors Telephone Number:

Licenses

Department License Number License Type / Line of Authority Status Issue Date Effective Date Inactive Date Expiry Date Address
Department of Insurance DOI ID 829690 Agent - Variable Life and Variable Annuities Withdrawn - - - - -
Department of Insurance DOI ID 829690 Agent - Life Active 2013-12-16 - - 2027-03-31 -
Department of Insurance DOI ID 829690 Agent - Health Active 2013-12-16 - - 2027-03-31 -
Department of Insurance DOI ID 829690 Agent - Casualty Active 2013-12-16 - - 2027-03-31 -
Department of Insurance DOI ID 829690 Agent - Property Active 2013-12-16 - - 2027-03-31 -

Filings

Name File Date
Annual Report 2025-02-17
Annual Report 2024-03-20
Annual Report 2023-03-16
Annual Report 2022-03-07
Annual Report 2021-02-10

USAspending Awards / Financial Assistance

Date:
2020-04-07
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
101840.00
Total Face Value Of Loan:
101840.00

Paycheck Protection Program

Date Approved:
2020-04-07
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
101840
Current Approval Amount:
101840
Race:
White
Ethnicity:
Not Hispanic or Latino
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
102411.44

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Sources: Kentucky Secretary of State